Piedmont Capital Management, LLC holds a focused book of 123 stocks worth $163.8M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Intel Corp and trimmed Franklin U.S. Mid Cap Multif. Their largest long position is Vanguard S&P 500 ETF at 15% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
41% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Piedmont Capital Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $658.6B |
| JPMORGAN CHASE & CO | 80 / 80 | $649.5B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $196.6B |
| JONES FINANCIAL COMPANIES LLLP | 80 / 80 | $60.2B |
| FMR LLC | 79 / 80 | $876.1B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $454.5B |
| UBS Group AG | 79 / 80 | $175.3B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $115.8B |
Ranked by how many of Piedmont Capital Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $25.4M | 36.9K | 15.5% | ▲+3.6% Added · +1K sh | |
| 2 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $11.9M | 166.3K | 7.2% | ▲+2.9% Added · +5K sh | |
| 3 | Franklin Templeton ETF TR US MID CP MLTFCT | $10.0M | 172.9K | 6.1% | ▼−2.7% Reduced · −5K sh | |
| 4 | State STR SPDR S&P 500 ETF T TR UNIT | $7.8M | 10.5K | 4.8% | ▲+0.3% Added · +30 sh | |
| 5 | Legg Mason ETF Invt FRANKLIN INTL LW | $7.8M | 191.4K | 4.7% | ▲+12% Added · +21K sh | |
| 6 | Berkshire Hathaway Inc Del CL A | $6.7M | 9 | 4.1% | ▼−47% Reduced · −8 sh | |
| 7 | Ishares TR RUS 1000 VAL ETF | $6.7M | 27.5K | 4.1% | —Held | |
| 8 | Ishares TR CORE S&P500 ETF | $5.5M | 7.3K | 3.3% | —Held | |
| 9 | Apple Inc COM | $4.5M | 15.4K | 2.7% | ▲+0.2% Added · +38 sh | |
| 10 | Nvidia Corporation COM | $4.5M | 22.3K | 2.7% | ▼−1.4% Reduced · −327 sh | |
| 11 | Schwab Strategic TR US LCAP GR ETF | $4.2M | 125.4K | 2.6% | —Held | |
| 12 | 2023 ETF Series Trust EAGL CAP SEL ETF | $3.9M | 121.4K | 2.4% | ▲+3.7% Added · +4K sh | |
| 13 | Alphabet Inc CAP STK CL A | $3.3M | 9.3K | 2.0% | ▼−0.8% Reduced · −79 sh | |
| 14 | Schwab Strategic TR US DIVIDEND EQ | $2.9M | 93.0K | 1.8% | ▲+5.7% Added · +5K sh | |
| 15 | Microsoft Corp COM | $2.8M | 7.5K | 1.7% | ▼−3.2% Reduced · −250 sh | |
| 16 | American Express Co COM | $2.3M | 6.9K | 1.4% | ▼−1.8% Reduced · −126 sh | |
| 17 | Berkshire Hathaway Inc Del CL B NEW | $1.8M | 3.7K | 1.1% | ▼−1.4% Reduced · −53 sh | |
| 18 | Amazon Com Inc COM | $1.8M | 7.4K | 1.1% | ▲+4.5% Added · +322 sh | |
| 19 | Vanguard Index FDS TOTAL STK MKT | $1.6M | 4.4K | 1.0% | ▲+2.5% Added · +105 sh | |
| 20 | Advanced Micro Devices Inc COM | $1.4M | 2.5K | 0.9% | ▲+0.1% Added · +2 sh | |
| 21 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.4M | 3.0K | 0.9% | ▲+4.3% Added · +122 sh | |
| 22 | Micron Technology Inc COM | $1.4M | 1.2K | 0.8% | ▲+21% Added · +206 sh | |
| 23 | First Natl Corp Va COM | $1.3M | 43.0K | 0.8% | —Held | |
| 24 | Vanguard Index FDS SMALL CP ETF | $1.2M | 3.9K | 0.7% | —Held | |
| 25 | Broadcom Inc COM | $1.2M | 3.1K | 0.7% | ▼−0.8% Reduced · −25 sh | |
| 26 | Applied Matls Inc COM | $1.1M | 1.6K | 0.7% | —Held | |
| 27 | Meta Platforms Inc CL A | $1.1M | 2.0K | 0.7% | ▼−6.0% Reduced · −127 sh | |
| 28 | Westrock Coffee Co COM | $1.1M | 137.5K | 0.7% | ▼−9.2% Reduced · −14K sh | |
| 29 | Spotify Technology S A SHS | $1.1M | 2.3K | 0.6% | ▲+0.7% Added · +15 sh | |
| 30 | Eli Lilly & Co COM | $1.0M | 871 | 0.6% | ▼−2.4% Reduced · −21 sh | |
| 31 | Schwab Strategic TR US LCAP VA ETF | $924K | 26.6K | 0.6% | —Held | |
| 32 | Home Depot Inc COM | $918K | 2.6K | 0.6% | ▼−12% Reduced · −363 sh | |
| 33 | Morgan Stanley COM NEW | $875K | 4.2K | 0.5% | ▼−0.5% Reduced · −20 sh | |
| 34 | Philip Morris Intl Inc COM | $854K | 4.7K | 0.5% | ▼−3.0% Reduced · −145 sh | |
| 35 | Bank Of NY Mellon Corp COM | $848K | 5.9K | 0.5% | ▼−0.3% Reduced · −17 sh | |
| 36 | Tesla Inc COM | $836K | 2.0K | 0.5% | ▼−4.8% Reduced · −101 sh | |
| 37 | Alphabet Inc CAP STK CL C | $778K | 2.2K | 0.5% | ▲+26% Added · +455 sh | |
| 38 | Visa Inc COM CL A | $755K | 2.2K | 0.5% | ▲+11% Added · +218 sh | |
| 39 | JPMorgan Chase & Co COM | $742K | 2.3K | 0.5% | ▼−6.1% Reduced · −147 sh | |
| 40 | Ishares TR RUS MID CAP ETF | $733K | 6.6K | 0.4% | —Held | |
| 41 | Analog Devices Inc COM | $684K | 1.7K | 0.4% | ▼−0.4% Reduced · −7 sh | |
| 42 | Vanguard World FD INF TECH ETF | $681K | 5.7K | 0.4% | ▲+700% Added · +5K sh | |
| 43 | Cisco Sys Inc COM | $666K | 5.7K | 0.4% | ▼−1.2% Reduced · −70 sh | |
| 44 | Bank Of Amer Corp COM | $651K | 11.4K | 0.4% | ▼−34% Reduced · −6K sh | |
| 45 | Caterpillar Inc COM | $647K | 608 | 0.4% | ▲+34% Added · +155 sh | |
| 46 | Doordash Inc CL A | $640K | 3.5K | 0.4% | ▼−0.2% Reduced · −6 sh | |
| 47 | Texas Instrs Inc COM | $630K | 2.1K | 0.4% | ▼−9.9% Reduced · −233 sh | |
| 48 | Ameriprise Finl Inc COM | $618K | 1.3K | 0.4% | ▲+2.1% Added · +28 sh | |
| 49 | Merck & Co Inc COM | $613K | 4.8K | 0.4% | ▲+12% Added · +496 sh | |
| 50 | Oracle Corp COM | $610K | 4.2K | 0.4% | ▼−4.3% Reduced · −187 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2108281/holdings"
Use Arkolith to show Piedmont Capital Management, LLC/NC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.